Individual Profile Template
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INDIVIDUAL PROFILE TEMPLATE
|FULL NAME OF DONOR/PROSPECT |Remember to include title and post-nominals |
|PHOTO |A recent photograph |
|DATABASE ID |If a CRM database is being used, include the unique identification number of the donor/prospect |
|DATE OF BIRTH, ETC |Date of birth and country of origin |
|SPOUSE/FAMILY |Spouse’s name, children |
|EDUCATION |Educational qualifications and years awarded; |
| |Names of universities, etc attended |
|CURRENT POSITION OR OCCUPATION | |
|CONTACT DETAILS |The contact details of the donor/prospect, e.g. |
| |Street address; email; Telephone number; Mobile |
| | |
| |Also include the secretary/executive assistant’s contact details if known |
|PREVIOUS POSITIONS |Bullet point list of previous positions |
|COMMITTEE/BOARD |Bullet point list of committee/board positions |
|POSITIONS | |
|RELATIONSHIP TO YOUR ORGANISATION |Provide information about the donor/prospect’s history with your organisation; any previous |
| |donations/support made to your organisation; the last time the person was contacted; previous |
| |attendance at events; any special things to note, etc |
|ESTIMATED WEALTH |The estimated wealth of the individual/family |
|OTHER PHILANTHROPIC INTERESTS |Bullet point list of philanthropic interests plus level previous donations to other organisations|
| |if known |
|PUBLICATIONS |Publications if written |
|SYNOPSIS |A bio of the donor/prospect |
|RECREATION |List recreational activities/hobbies |
|SOURCES USED |List sources of information used for the profile |
|PROFILE PREPARED BY |Name of person who prepared the profile |
|DATE |Date profile prepared |
|ATTACHMENTS |List attachments, e.g: Recent media articles; Annual Reports, etc |
©Donorcentricity, 2012
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